See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,305 | $117,381+82.6% | $99,443+115.5% | $152,861+40.2% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.4%-0.6pp |
| Annual return | 23.12% | 31.87%-8.7pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,885 | $3,013-4.2% | $2,540+13.6% | $4,762-39.4% |
| Participant deferral / active EE | $7,151 | $4,086+75.0% | $3,619+97.6% | $5,850+22.2% |
| Admin fee / account holder | $1,096 | $7,631-85.6% | $6,250-82.5% | $11,596-90.6% |